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iShares Barclays TIPS Bond Fund shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in iShares Barclays TIPS Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays TIPS Bond Fund held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $37k 328 111.22
2025-06-30 $37k 336 110.04
2025-03-31 $36k 328 111.09

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding iShares Barclays TIPS Bond Fund

FMR
Morgan Stanley
BlackRock
UBS Group
Envestnet Asset Management
Sumitomo Life Insurance
Assetmark
LPL Financial
Fil
Pictet Asset Management Holding SA
Royal Bank of Canada
Wells Fargo & Company
Jpmorgan Chase & Co
Evoke Wealth
Man Group

View all funds holding iShares Barclays TIPS Bond Fund